CRM Follow Ups
Can I get a custom list created?
Yes, we can create custom lists for you. Please email your request to help@axl3.com, including the parameters of the list and as much detail as possible. This request may be handled as part of your recurring check-in process.
Can I reorganize the position and order of our buckets?
Yes, you can change the order of the buckets to match your preferences. To request this: Send an email with your instructions for reordering to help@axl3.com and AXLE will add it to the recurring check-in process.
What is a Tagged List?
A Tagged List is a group of clients who have been tagged within a Mindbody report. These tags allow you to easily segment and use these clients for targeted communication in your AXLE Mass Campaigns. This feature helps streamline audience...
Can I make scripts for my Buckets?
To create scripts for your Follow-Up Buckets in AXLE, follow these steps: Your script will now be associated with the selected follow-up bucket, making it easy for your team to execute consistent communication strategies.
How do I create a Tagged List?
To create a Tagged List in AXLE:
What is the difference between a Follow Up List and a Client List?
This distinction ensures that your outreach strategy is tailored to the appropriate level of communication, whether personal or broad.
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